Configure User Print Statement Settings

The Edit Templates button is used to configure the design of the statements types. You are able to edit the wording of both user-print statement types. However, Enhanced Statements type provide you with complete control of the look and feel of your statements.

If you have multiple practices, these template settings must be configured under each participating practice. 

  1. Select Customer Setup > Statements.

  2. Use the Practice to Manage Statement Configuration for drop-down menu to select the desired practice.

  3. Under the User Print Statements table, click the Edit Templates button.

  4. Use the  drop-down menu to select the Statement Type you wish to configure. 

  5. Place a check in the Highlight editable fields box to show all of the fields that you are able to edit.

  6. Click General from the right-hand side panel to access general settings that apply to enhanced statements.

    1. Select the credit cards accepted by this practice.

      Don't accept credit card payments by mail? Make sure all credit card boxes are unchecked.

    2. Show Due Date: Check this option to show the due date of Upon Receipt on the statement. 

    3. Do not include account credits: Check this box in order to remove credits on the patient's account from being included in the calculation of the Balance Due on the statement and from being listed within the detailed line items.

    4. Summarize charges: Check this option to group multiple charges associated with one claim. The code and description that appear on the statement are associated with the first charge on the claim. 

    5. Show paid charges: Check this option to include all charges, with associated payments and/or adjustments, associated with the patient even if there is no outstanding balance on the charges. 

    6. Show units in charge description: Check this option to show the number of units used on each line item charge.  The number of units will be displayed next to the charge description on your patient’s statements.

    7. Increment Statements times Printed when sending FDN: Check this box if you wish to have FDNs be counted towards the patient's statement sent count. 

    8. Statement Separation: Choose an option for statement separation.

      • Send one statement for all charges.

      • Send separate statements for charges per provider.

      • Send separate statements for charges per practice.

    9. Use separate address for Pay-To:

      • Statement Pay-To address: Check the box and populate the required information to receive payments at a different address than the practice address.

        • Statement Return Address: Populate the required information to have undelivered statements returned to a different address than the practice address.

    10. Use the Revenue code description for charges on institutional claims: Check this option to print the revenue code description instead of the procedure code description on institutional claims.

    11. For Enhanced Statement Layout, click the Enhanced Statement Options tab from the side panel to access settings for enhanced statements only

      1. Show Page Numbers: Adds the statement page numbers to the top right corner.

      2. Show Payment Stub: Adds a payment stub to the bottom on page 1

      3. Show Patient comments: Adds a page at the end of the statement containing patient comments.

      4. Show Insurance company, member ID, and group ID for all payers billed on the claim: Adds the insurance name, member ID and group ID to the insurance information on page 1.
      5. Show Facility/Office contact information: Adds the facility name and address under the provider information on page 1.

      6. Change patient charge message based on charge age: Gives you the option to change the patient charge message if the account balance is overdue.

      7. Font: Use the drop-down menu to select the font used on the statement.

      8. Background Color: Select the color displayed on the statement.

      9. Brightness: Use the slider to set how bright the selected color should be.

      10. Icon Style: Use the drop-down menu to select how the icons in the statement should appear.

  7. For Plain Text Statement, Plain Text Final Demand Letter or Plain Text Payment Plan, click the options side tab from the side panel to access settings for these types of statements.
    1. Show aging buckets: Adds balance aging buckets to the bottom on page 2.

    2. Show custom patient comments: Adds the patients custom comments to page 2.

    3. Show ‘Address Service Requested’: Adds the Address Service Requested note to page 1.

  8. Click Save.